I took the data from the above table, and plugged it into my spreadsheet comparing the costs of electricity storage. Below are the updated graphs (click for enlarged versions.) The notation "2-500 kV AC" means a Double-circuit 500 kV AC line. As in the storage comparison, I computed the costs and round-trip electricity losses for a 1000 mile line, since that was the example I used in my original Transmission/Storage comparison.

I’m bullish about the battery industry, because I fee that rising oil prices and consumer awareness will lead to accellerating adoption of hybrids, plug-in hybrids, and electric vehicles over the next decade. So I’ve been researching the battery industry, and trying to look for companies that can benefit without being tied to a single battery chemistry, since I doubt the conventional wisdom that some company will perfect the Lithium-Ion battery, and that will be the solution for all mobile energy storage.

I just did a write up on one company that I think not only has technology that is applicable to a wide variety of chemistries, but it’s also selling for less than what I think its assets are worth.

Mea Culpa, I’ve been falling behind keeping this blog updated… but most of you probably realize that the real stuff goes on at AltEnergyStocks these days. Over the last two weeks, I wrote a series of companion pieces to a series of articles that were published on energy Tech Stocks, based on a long interview Bill Paul, the writer did with me. Here’s an index to them (and they each contain links to the interview articles.)